Financial Advice tailored for you

To make you money, save you money or just for peace of mind.

We offer a restricted advice service.

Book your financial review

Over 89,000 clients trust us with their money

We’re M&G Wealth Advice. We want to make financial advice more accessible for more people, whatever their circumstances.

Financial advice is something that could benefit almost anyone – no matter how much money you have. Whether you are looking to grow your wealth, keep more of what you’ve earned, protect it or want to take money for your retirement, we can help you. Our advisers will work with you to understand your goals and develop a tailored plan to help you achieve them.

Carefully selected solutions to meet your needs

We believe less can definitely be more. So the advice recommendations we make are from a carefully selected range of products and funds. Using a focused and controlled approach allows us to develop an in-depth knowledge of the products, so we can safely and confidently recommend a solution that’s right for you. This is known as restricted advice. 

Why choose us

Available to everyone

No matter how much money you have, we can help you. 

Tailored to your needs

Flexible advice options with charges starting from as little as 2%.

Expertise when you need it

Qualified financial advisers on a one-off or ongoing basis.

Our promise to you

  • Your first meeting won’t cost you a penny
  • We guarantee to provide you with a personal recommendation, at no cost to you (a charge will only be payable if you choose to proceed with our recommendation)
  • We won’t put pressure on you to take our advice recommendation

How we can help

Working with one of our qualified financial advisers will give your hard earned money the focus and attention it deserves. We can help you with:

Creating a retirement plan

Whatever your aspirations, we have access to a range of pension funds to help you achieve the lifestyle you want in retirement.

Accessing your pension savings

With more freedom and flexibility to do exactly what you want with your pensions, we'll help you navigate the maze of options and find the best solution for you.

Combining your pensions

Over your working life you may find you have lots of different pension pots. We can advise you on whether bringing your pensions together is the right thing to do.

Saving and investing

Whether saving for your retirement, a future event or simply saving for a rainy day, we can advise on a wide range of investments to help you achieve your financial goals.

Passing on your legacy

We offer a range of solutions designed to help reduce the impact of inheritance tax and ensure more of your wealth is passed on to those you love the most.

Protecting your loved ones

We can help give you peace of mind, by reducing the financial burden on your family in the event of death or serious illness, with the right protection cover.

Choosing the right fund

We will work with you to assess your risk profile and match you to the right fund (or funds), with the appropriate balance between risk and reward.

Life changing events

From starting a new job, a new addition to the family or a lump sum from inheritance, we can give you the advice you need to help maximise your finances. 

Advice is available to UK residents. Unfortunately, we’re unable to provide advice to overseas residents.

Book your financial review

“M&G Wealth Advice” is a trading name of M&G Wealth Advice Limited which is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054. Authorised and regulated by the Financial Conduct Authority.